H-Office Marketing Automation

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MARKETING AUTOMATION WWW.HOFFICECRM.COM Sales Conversion 300% Customer Retention 47% ROI 10X

Transcript of H-Office Marketing Automation

Page 1: H-Office Marketing Automation

MARKETINGAUTOMATION

WWW.HOFFICECRM.COM

Sales Conversion 300%

Customer Retention 47%

ROI 10X

Page 2: H-Office Marketing Automation

CRM are known to improve customer retention 27% to sell to an existing customer than it is a new one.

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1Import all your prospect datadirecly from your spredsheet

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You can distribute the data in round robin to all your calling agents

You can do campaigning such as bulk email and bulk sms

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Manage followups and meetings with electronic reminders and calender intigration

PROSPECT DATAIMPORT

START

ASSIGN DATA TOTELECALLING TEAM

CAMPAIGNMANAGEMENT

3You can manage stagewise inquaries

LEAD/INQUIRYMANAGEMENT

FOLLOWUPS, MEETINGS & CLOSER

5 Get tones of analytical reports to take your marketing to the next level

MARKETING ANALYSIS

MARKETING AUTOMATION

LEAD

QUALIFIED LEAD

OPORTUNITY

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FTE

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Forcasting

MOM

Outgoing emailSales Funnel

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67% see at least a 10% increase in sales opportunities through lead nurturing

MARKETING ANALYTICS

Data Import Tools

And all other features as same ascontact management of basic CRM

DND Management

Follow ups Management

Employee Wise Prospect Privacy

CAMPAIGN MANAGEMENT

PROSPECT MANAGEMENT

Bulk SMS

Telemarketing Automation

Source Wise Lead Analysis

Industry Wise Lead Analysis

Employee Wise & Team Wise Lead Analysis

Lead to Invoice Report

Sales Forcast Report

Lead Summary Report & Detailed AnalyticsReport

Bulk E-Mail

LEAD AUTOMATION

Follow up Management

Funnel Management

Multiple Lead Scripts

Map single or multiple productswith their associated customfields in lead

Auto Lead Intimation to Client& Employee via SMS & Email

Auto Revoke Policy

Lead Custom Field Creation

Website Inquiry Integration

Sales Forecasting

QUOTATION AUTOMATION

User Defind Quotation Formats

Inline Profitability Analysis

Single Click Quotation from Custom BOM

Documents, Images, Task and otherattachment options

Approval Workflow

Customer Wise Auto Discounting

Multiple Pricelist Management

Lead to Quotation Automation

Single Click Copy & Revised Quotation Option

Terms & Condition, Cover Letters &Product Annexure Dynamic Masters

KEY FEATURES

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MOBILE APP

Easily manage your and yours team’s lead through intuitive Lead board.

LEAD DASHBOARD

You can see all leads info as per applied filters; Quickly connect withthe clients; See all previous follow ups with GPS location; You can followup clients; Quick & easy add follow up screen and add new lead byclicking the pluse button.

LEAD INFORMATION

Quick and easy Daily, Weekly, Monthly and custom date range filters.

DATE FILTER

www.hofficecrm.com

₹9,00,000 ₹4,56,000 12

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01/12/2019-31/12/2019

₹6,42,000

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LEAD INTEGRATIONS

Integrate H-Office with famous B2B portals such as Indiamart &Tradeindia to get leads directly to your H-Office CRM system forfurther process & we also integrate your website inquiry formwith this CRM along with the famous B2C portal Justdial.

GET LEADS DIRECTLY TO H-OFFICE

www.hofficecrm.com

Company Website

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www.hofficecrm.com

BENEFITS OF H-OFFICE

Application hosting atreputed data center

in USA

Low cost ofacquisition

Premiumsupport

Customizationservice

END to END solutionfor - “SME industries”

Global & Mobileaccesibility

Well define implem--entation process

System is highly configurable/customizable on top of it wealso provide customdevelopment support atextra cost if its inline of ourproduct development.

Solution is now available as software as a service (Saas)so one can enrol withminimum investment,implement and thenexpand further.

H-Office is been designedin keeping MSME & SMEbusinesses in mind hencewe have kept the priceslow with the yearlysubscription model.

H-Office is a cloud/mobileapplication that could beaccessed anytime,anywhere from any devicesecurely.

We have a dedicated callcenter to provide highquality, on-demand,premium support toensure results.

H-Office is a scalablesoftware with an ampleamount of add-on modulesthat provides one-stopsolution to your businessneeds and avoid dataduplications.

We have proven and timetested 8 stepsimplementation processwhich ensures the successfor any industry - vertical.

RAID implementationfor zero data loss

RAID is a data storagevirtualization technology that provides a way ofstoring the same data indifferent places on multiplehard disks. It improvesperformance by placing thedata on multiple disks forH-Office.

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www.hofficecrm.com

ADD ONS

NEW LEAD

NEW SUPPORTREQUEST

Email ContentEmail Sender

Incoming EmailOR

[email protected]

Email To New Lead Creation Incoming Emails

Contact

Lead

Quotation

Sales order

Invoice

Payment

Receipt

Ma

p w

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IVRS & CTI

Biometric & AccessControl Integration

DynamicWebportal

H-Office IntegratedDynamic Portal

Auto Task Workflow

TASK 1

TASK 2 TASK 3TASK 4

Library Management Miss Call Integration

NEW LEAD

NEW SUPPORTREQUEST

Search MappedExecutive with CallerSearch Caller

Miss Call DialerOR

OR

Projects

TO-DO LIST

MILESTONES

TO-DOs

ProjectSuccessfull

TASK

MILESTONES

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Bombay Chartered Accountant’s Society

Clients Served

Website: www.hofficecrm.com

Mobile: +91 9327058088

Email: [email protected]

An Initiative Horus Tech Solutions Pvt. Ltd. “Best Software Solution Company”

FITAG (federation of all IT Association of Gujarat)

“Best MSME India 5000 Company”

Organized by Benchmark Trust ( Audit by TQV)